Job Description

Delta Dallas is currently representing a private wealth firm in Dallas in its search for a Bookkeeper/Accounting Specialist to join its team on a full-time basis.

The ideal candidate will be responsible for a variety of tasks, including Accounts Payable, 1099 reporting, art and jewelry tracking, charitable contribution tracking, assisting with tax documents and general accounting support. This role requires excellent communication skills, attention to detail, and the ability to multitask effectively in a fast-paced environment.

Our client is a team-oriented, family-run business with an excellent culture and unmatched stability within the team. The firm caters lunch daily for its employees and offers fully paid benefits for the employee and family, a generous IRA contribution, PTO, and an excellent work/life balance.

This role is 100% on-site in the firm's Uptown office.

Responsibilities:

• Accounts Payable
• Organize, verify and manage accounts payable for over eight entities.
• Preparation and payment of sales tax for monthly purchases.
• Maintenance of personal inventory files (jewelry, art, collectibles, automobiles, etc.)
• Submit high-value purchases to insurance broker and confirm accurate insurance coverage.
• Assist with the preparation of the bi-annual appraisal of personal inventory.
• Payment of invoices.
• Track and consolidate charitable donations/contributions.
• Track annual acknowledgement ledger.
• Assist with coordination of appraisals for in-kind donations.
• Assist with reporting for multiple business and personal entities.
• Assist with fixed asset tracking and annual reporting
• Heavy General Ledger work – review for accuracy and consistency.

Qualifications:

• Bachelor's degree highly preferred
• Proven experience in an accountant/bookkeeper role in a fast-paced, business setting
• Ability to communicate effectively both in written and verbal formats
• Strong project communication and organizational skills
• Computer skills: Excel, Word, Outlook, Google Workspace, QuickBooks
• Accuracy and attention to detail
• Strong problem solving and analytical skills
• Demonstrates a professional demeanor, positive attitude, dependability, integrity, discretion, and team player mentality
• Ability to juggle multiple projects and deadlines
• Adherence to the highest level of confidentiality

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